DFX Intelligence

T•••••• D• J•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

T•••••• D• J•••••

Advisor at T•• W••• C•••••• A••••••• L••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:ef13c44c-b945-48b9-aadc-7065696b4123

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•• W••• C•••••• A••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 11, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••• C•••••• A••••••• L••	Institutional manager	Feb 6, 2020	n/a	yes	OVERLAND PARK, KS	Current employment
W•••••• • R•••	Former SEC adviser	Nov 5, 2014	Feb 3, 2020	no	OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	T•• W••• C•••••• A••••••• L••	Feb 3, 2020	Feb 6, 2020	3	Firm change	Other
O•••••••••	W•••••• • R•••	Nov 5, 2014	Nov 5, 2014

Relationships

Registered with (3)

→ T•• W••• C•••••• A••••••• L••Registered adviserregistration: current employment
Feb 6, 2020 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Nov 5, 2014 to Feb 3, 2020factForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Jun 27, 2014 to Nov 5, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef13c44c-b945-48b9-aadc-7065696b4123
First observed: Jan 6, 2006
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.